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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-19 |
| PA | RA | APPROVED | 2021-11-15 |
Branch Locations
955 Chesterbrook Blvd Ste 320, Chesterbrook, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Radnor | PA | 02/2005 | Present |
| Wells Fargo Clearing Services | Radnor | PA | 10/2021 | Present |
TRUST DISTRIBUTOR FOR SISTER AND BROTHER-IN-LAW, INV RELATED, GARNET VALLEY, PA, START: 12/14/2020, 1 HR/MONTH, 0 HRS DURING TRADING. MEDIA THIRD JACKSON, LLC; NOT INV. RELATED; MEDIA,PA; 60% OWNERSHIP; START DATE 04/28/2014; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; REAL ESTATE. ENTERPRISE BRE, LLC; NOT INV. RELATED; MEDIA,PA; 100% OWNERSHIP WITH SPOUSE; START DATE 07/06/2015; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; REAL ESTATE. RENTAL PROPERTY; INV. RELATED; MEDIA,PA; 100% OWNERSHIP WITH SPOUSE; START DATE 07/06/2015; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; MEDIA,PA; 60% OWNERSHIP; START DATE 10/03/2017; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; OWNER. KYLEMORE HOUSE,LP; NOT INV. RELATED; MEDIA,PA; 100% OWNERSHIP; START DATE 10/10/2010; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; HOLDS VACATION HOME. 25 WEST THIRD, LLC; NOT INV. RELATED; MEDIA,PA; 100% OWNERSHIP WITH SPOUSE; START DATE 08/20/2015; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; INVESTMENT REAL ESTATE. 35 E. FRONT ST, LLC; NOT INV. RELATED; MEDIA,PA; 60% OWNERSHIP; START DATE 10/03/2017; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; INVESTMENT REAL ESTATE. KYLEMORE HOUSE NORTH, LLC; NOT INV. RELATED; MEDIA,PA; 100% OWNERSHIP; START DATE 10/10/2010; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; HOLDS VACATION HOME. RENTAL PROPERTY; INV. RELATED; MEDIA,PA; 60% OWNERSHIP; START DATE 04/28/2014; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; OWNER. RENTAL PROPERTY; INV. RELATED; MEDIA,PA; 100% OWNERSHIP WITH SPOUSE; START DATE 10/01/2008; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-27 |
| S65 | Uniform Investment Adviser Law Examination | 2001-02-16 |
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